Orographic Financial Advisors, LLC
Filing Date
Mar 31, 2026
Global Rank
#5,497
/ 8,603
· as of Mar 2026
Top Industry
Drug Manufacturers - General
10.7%
Period ended 3 months ago
Filed May 19, 2026 · 51d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.3%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−3.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
79 positions · as of Mar 31, 2026Top Position
7.5%
of portfolio value
Top 5
25.6%
of portfolio value
Top 10
40.9%
of portfolio value
HHI
271
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.2% | $19,851,929 |
| Consumer Cyclical | 12.7% | $13,802,491 |
| Financial Services | 12.6% | $13,736,223 |
| Healthcare | 11.1% | $12,045,720 |
| Communication Services | 10.9% | $11,914,356 |
| Consumer Defensive | 7.0% | $7,598,936 |
| Energy | 6.7% | $7,340,758 |
| Industrials | 6.5% | $7,026,520 |
| Utilities | 6.1% | $6,657,750 |
| Real Estate | 4.7% | $5,162,086 |
| Unclassified | 3.5% | $3,788,471 |
79 positions ·
$108,925,240 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 79 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 32,226 | $8,178,636 | 7.51% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 37,997 | $6,068,120 | 5.57% | |
| MSFT |
Microsoft Corp
Technology
|
First | 15,477 | $5,729,121 | 5.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 8,550 | $4,097,160 | 3.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 49,592 | $3,847,843 | 3.53% | |
| T |
At&T Inc.
Communication Services
|
First | 118,990 | $3,449,520 | 3.17% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
First | 14,601 | $3,364,946 | 3.09% | |
| CVX |
Chevron Corp
Energy
|
First | 16,013 | $3,313,089 | 3.04% | |
| GLD |
Spdr Gold Trust
|
First | 7,671 | $3,300,754 | 3.03% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
First | 94,467 | $3,167,478 | 2.91% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
First | 51,374 | $3,115,833 | 2.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 10,425 | $2,997,813 | 2.75% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 10,007 | $2,446,111 | 2.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 7,830 | $2,303,272 | 2.11% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 8,079 | $2,256,060 | 2.07% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 24,135 | $2,162,254 | 1.99% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 76,396 | $2,145,199 | 1.97% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 16,122 | $2,113,271 | 1.94% | |
| RTX |
RTX Corp
Industrials
|
First | 9,847 | $1,899,486 | 1.74% | |
| ARCC |
Ares Capital Corp
Financial Services
|
First | 100,812 | $1,816,632 | 1.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 8,691 | $1,810,074 | 1.66% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 5,248 | $1,631,025 | 1.50% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
First | 9,095 | $1,569,615 | 1.44% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 20,540 | $1,562,067 | 1.43% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 1,816 | $1,536,317 | 1.41% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 15,829 | $1,525,599 | 1.40% | |
| OGN |
Organon & Co.
Healthcare
|
First | 254,200 | $1,522,658 | 1.40% | |
| CCI |
Crown Castle Inc.
Real Estate
|
First | 18,573 | $1,510,170 | 1.39% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
First | 29,877 | $1,255,730 | 1.15% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
First | 16,740 | $1,216,830 | 1.12% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 24,161 | $1,212,882 | 1.11% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 7,225 | $1,194,581 | 1.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 3,505 | $1,152,759 | 1.06% | |
| EXC |
Exelon Corp
Utilities
|
First | 23,020 | $1,128,440 | 1.04% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 4,999 | $1,087,232 | 1.00% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
First | 84,479 | $1,069,504 | 0.98% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 21,675 | $1,056,656 | 0.97% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
First | 36,865 | $1,012,312 | 0.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 6,979 | $1,008,046 | 0.93% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 20,486 | $926,581 | 0.85% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
First | 59,245 | $889,859 | 0.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 7,091 | $881,269 | 0.81% | |
| SO |
Southern Co
Utilities
|
First | 8,727 | $842,330 | 0.77% | |
| MCK |
Mckesson Corp
Healthcare
|
First | 903 | $781,420 | 0.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,174 | $671,680 | 0.62% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
First | 10,417 | $600,435 | 0.55% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 3,309 | $513,854 | 0.47% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 1,442 | $507,367 | 0.47% | |
| UPS |
United Parcel Service Inc
Industrials
|
First | 5,079 | $499,672 | 0.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 845 | $487,717 | 0.45% |